North Star Asset Management Inc. Invests $529,000 in BILL Holdings, Inc. $BILL

North Star Asset Management Inc. bought a new position in shares of BILL Holdings, Inc. (NYSE:BILL) during the second quarter, HoldingsChannel.com reports. The institutional investor bought 14,622 shares of the company’s stock, valued at approximately $529,000.

Several other hedge funds have also added to or reduced their stakes in BILL. Versant Capital Management Inc boosted its stake in BILL by 147.3% in the 2nd quarter. Versant Capital Management Inc now owns 722 shares of the company’s stock valued at $26,000 after purchasing an additional 430 shares during the period. Caitong International Asset Management Co. Ltd lifted its holdings in shares of BILL by 972.0% during the third quarter. Caitong International Asset Management Co. Ltd now owns 536 shares of the company’s stock worth $28,000 after buying an additional 486 shares in the last quarter. Aster Capital Management DIFC Ltd acquired a new stake in shares of BILL during the fourth quarter worth $28,000. State of Wyoming bought a new stake in shares of BILL in the first quarter valued at about $32,000. Finally, Rockefeller Capital Management L.P. boosted its position in shares of BILL by 173.8% in the fourth quarter. Rockefeller Capital Management L.P. now owns 712 shares of the company’s stock valued at $39,000 after acquiring an additional 452 shares during the period. 97.99% of the stock is owned by institutional investors and hedge funds.

Key BILL News

Here are the key news stories impacting BILL this week:

• Positive Sentiment: Rising earnings estimates: Zacks reported that recent estimate revisions could support further near-term strength in BILL shares, suggesting analysts are becoming more confident in the company’s earnings outlook. Can BILL Holdings (BILL) Run Higher on Rising Earnings Estimates?
• Positive Sentiment: Strong-buy upgrade: Zacks Research upgraded BILL from “hold” to “strong buy,” adding positive analyst momentum around the stock.
• Positive Sentiment: Solid quarterly performance and growth prospects: A Seeking Alpha analysis said BILL exceeded fiscal fourth-quarter 2026 revenue and EPS guidance and consensus, while showing meaningful improvement in operating profitability. The analysis also highlighted BILL’s proprietary financial data, 9-million-member network and developing AI capabilities as potential competitive advantages. Share repurchases have reduced the share count by roughly 15 million, and the contributor views the stock as undervalued, assigning an $86 price target. BILL Holdings: Good Progress, No Drama
• Neutral Sentiment: Analyst consensus remains cautious: A separate report said BILL has an average analyst recommendation of “hold,” indicating that the bullish Zacks upgrade has not yet translated into broad consensus optimism. BILL Holdings Receives Average Recommendation of Hold

Wall Street Analyst Weigh In

Several analysts have weighed in on the stock. Weiss Ratings reiterated a “sell (d+)” rating on shares of BILL in a research note on Monday, August 17th. TD Cowen started coverage on BILL in a research report on Monday, June 22nd. They set a “buy” rating and a $43.00 price target on the stock. Jefferies Financial Group increased their target price on BILL from $50.00 to $56.00 and gave the stock a “buy” rating in a report on Thursday, August 20th. Oppenheimer set a $55.00 price objective on shares of BILL and gave the stock an “outperform” rating in a research note on Friday, May 8th. Finally, Robert W. Baird upped their price target on shares of BILL from $50.00 to $54.00 and gave the stock a “neutral” rating in a report on Monday, May 11th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, BILL has a consensus rating of “Moderate Buy” and a consensus price target of $58.22.

BILL Price Performance

Shares of NYSE:BILL opened at $50.25 on Friday. The firm has a market cap of $4.29 billion, a PE ratio of -386.54, a price-to-earnings-growth ratio of 0.75 and a beta of 1.13. The firm’s fifty day moving average is $43.90 and its 200-day moving average is $40.93. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.51 and a current ratio of 1.51. BILL Holdings, Inc. has a 52 week low of $31.41 and a 52 week high of $57.21.

BILL (NYSE:BILL) last issued its quarterly earnings data on Wednesday, August 19th. The company reported $0.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.71 by $0.13. The company had revenue of $436.19 million during the quarter, compared to the consensus estimate of $430.55 million. BILL had a positive return on equity of 3.74% and a negative net margin of 0.68%.The firm’s revenue was up 13.8% compared to the same quarter last year. During the same period last year, the company earned $0.53 earnings per share. BILL has set its Q1 2027 guidance at 0.960-1.000 EPS and its FY 2027 guidance at 3.560-3.790 EPS. Sell-side analysts predict that BILL Holdings, Inc. will post 2.17 earnings per share for the current year.

BILL Profile

BILL Holdings, Inc provides financial automation software for small and midsize businesses worldwide. The company provides software-as-a-service, cloud-based payments, and spend management products, which allow users to automate accounts payable and accounts receivable transactions, as well as enable users to connect with their suppliers and/or customers to do business, eliminate expense reports, manage cash flows, and improve office efficiency. It also offers onboarding implementation support, and ongoing support and training services.